BestNotes has three consents that are standard federal consents. These can have up to 35 fields, which your System Administrator discusses with a BestNotes Implementer. The consents are Standard, Payer and Court-related, and can be used to receive permission to release information.

If a user has the Add Consents permission, they will see the Add Consentdropdown next to the related contacts name.

Click the Add Consentdropdown

Select either Standard, Payer or Court-related

This will log you, as the user, out of BestNotes

The consent form will open automatically for the client to fill out the type of information and purpose for release

The client clicks Save and Sign, which prompts the client to enter their 4 digit PIN number.

At this point, the user has to log back into BestNotes.

To keep track of which consents have been given from the client to their related contacts, these colored consent icons appear next to the related contacts (C for Court related, P for Payer, S for Standard):

Blue- pending a signature

Green - Active

Red- Revoked

NOTE: Revokes must be done manually and within the specified date.

When a consent has been filled out by the client but not yet signed with their PIN number, there are 3 areas where this information is found:

The blue Pending Contact Signature is applied to the consent icon

The consent form list for the related contact states Pending for that consent